Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Patikas is a financial professional with over 20 years of experience in the industry. George is currently registered with Stifel, Nicolaus & Company, Inc. and has previously been registered with VINING-SPARKS IBG, LLC, ICBA SECURITIES, and DUNCAN-WILLIAMS, INC. George holds a variety of licenses and certifications, including the Series 7, 24, 52, 63, and 65. George specializes in a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
02/23/2017 - 09/27/2023
VINING-SPARKS IBG, LLC (MEMPHIS TN)
TN
02/23/2017 - 12/18/2019
ICBA SECURITIES (MEMPHIS TN)
TN
03/04/2008 - 10/19/2015
DUNCAN-WILLIAMS, INC. (MEMPHIS TN)
TN
05/16/2000 - 06/28/2005
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
IA
Issued 03/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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